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How to Update a Billing Email Address in Cpanel
This article explains how to update your billing email address so that it receives invoices. If you are receiving invoices and they are not going to the correct email address, this will fix that issue. You first need to access the menu ribbon. To do ...
How to Add Vehicle Owner's Email to SMS and CRM
This article explains how to add a vehicle owner's email to SMS and CRM for Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION Click here to learn how to email reports in Service Intelligence STEP-BY-STEP FOR THE DESKTOP APPLICATION ...
How to Opt Out or Opt In a Customer's Vehicle in Service Intelligence
This article explains how to change the opt in or opt out status of a customer or vehicle. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION To opt in or opt out a customer or the customer's vehicle, click the down arrow next to the customer's name to ...
How to Schedule and Print the Lube Sticker for the Next Appointment
This article explains how to print out the lube sticker and to schedule an appointment in your management system from Service intelligence. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION This action is not applicable for this version! STEP-BY-STEP FOR ...
How to Edit Vehicle Odometer Showing in Service Intelligence
This article explains how to override the estimated odometer in Service Intelligence for a customer's vehicle. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION This action is not applicable for this version! STEP-BY-STEP FOR THE DESKTOP APPLICATION Left ...
How to Report an Accuracy Issue to Support
This article explains how to report accuracy problems in Service Intelligence's reports to support. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION This action is not applicable for this version! STEP-BY-STEP FOR THE DESKTOP APPLICATION Right click the ...
How to Report Accuracy Issues
This article explains how to send an email of an inaccurate report to support in Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION This action is not applicable for this version! STEP-BY-STEP FOR THE DESKTOP APPLICATION To report an ...
How to Enable and Modify Work in Progress Syncing
This article explains how to how to enable and modify work in progress (WIP) syncing for for Service Intel. It's important to note that WIP syncing is not avalible in all shop management systems. If you have questions about it's avalibility, just ...
How to Apply, Modify, and Save Filters for Point of Sale Search Results
This article explains how to create, modify and apply filters to any section of Service Intel. It's important to note that while this tutorial specifically creates, modifyies and applies a filter to the Point of Sale, you can use these steps to ...
How to Clone a Targeted Marketing Campaign
This article explains how to add or clone any marketing campaign for Service Intel. It's important to note that while this tutorial specifically clones and adds the Thank You campaign, you can use these steps to clone/add any marketing in SI. ...
How to Delete a Targeted Marketing Promotion Campaign
This article explains how to delete any marketing campaign for Service Intel. It's important to note that while this tutorial specifically deletes the Thank You email campaign, you can use these steps to delete any of the campaigns in SI. Navigate ...
How to Add or Modify a Targeted Marketing Campaign's Filter
This article explains how to add or modify filters for any marketing campaigns for Service Intel. It's important to note that while this tutorial specifically edits the Thank You emails, you can use these steps to modify any of the marketing in SI. ...
How to Modify a Targeted Marketing Promotion Campaign's Text Element
This article explains how to modify the text of a targeted marketing promotion campaign. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION Left click CRM & Marketing in column 1. Click the targeted marketing campaign you want to edit from the list in CRM ...
How to Preview a Targeted Marketing Campaign
This article explains how to see the preview of a targeted marketing campaign for email, postcard, and text message. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION Left click CRM & Marketing from column 1. Click the name of the campaign whose previews ...
How to Print Reports
This article explains how to print out any type of report to your customers. These report types are either summary, detail, or progress. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION Left click Vehicles. In the search bar at the top left, type in the ...
How to Modify CRM & Targeted Marketing Campaign Images
This article explains how to modify the images in CRM and targeted marketing modules. STEP-BY-STEP FOR THE CLOUD-BASED VERSION OF THE APPLICATION Left click CRM & Marketing. Click the pencil icon of the campaign you want to modify images for. In the ...
How to Use the Add Record Tool
This article explains how to add a new record to Service Intelligence for customers who have received service from outside your shop. STEP-BY-STEP FOR THE CLOUD-BASED VERSION OF THE APPLICATION Left click Vehicles from column 1. In the search bar, ...
How to Specify a Targeted Marketing Campaign's Target Group and Delivery Methods
This article covers how to edit the campaign's target group and delivery method for Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION Left click CRM & Marketing in column 1. This will open the CRM & Marketing Control Panel. Under the ...
How to Create a New Targeted Marketing Promotion Campaign
This article covers how to create a new targeted marketing campaign in Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED VERSION OF THE APPLICATION Left click Start New Campaign from column 1. You will see Marketing Campaign Gallery on the main ...
How to Add a User Account
This article covers how to add a new user account in Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION 1. Left click the gear icon and select User Settings from the drop-down menu. 2. In Users and Roles, click Add Users to Role. 3. ...
How to Update Your User Password
This article covers how to update your user password in Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION Left click your profile picture. From the drop-down menu, select Profile. Under your user profile, you will see the option to ...
How to Change Your Shop Information
This article covers how to change your shop's information for Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED VERSION OF THE APPLICATION Left click Location Settings, then click Shop Information. You can edit the relevant details in the page ...
How to Change a User's Name, Email and Password
This article covers how to access a user's profile as an administrator and change that user's details in Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED VERSION OF THE APPLICATION 1. Left click the gear icon and select User Settings to open ...
How to Remove a User from the Account
This article explains how to remove a user from the account. This includes how to remove a user from a role in a single location, how to remove a user entirely from a location, and how to remove a user from all locations. STEP-BY-STEP FOR THE ...
How to Modify Service Parameters
This article covers how to modify service parameters in Service Intelligence. The following goes over how to access your service categories, what parameters you can modify for each service, which items are being flagged by the service and which items ...
How to change the Signature Line on your Point of Sale reports.
This article explains how to change the signature line on your Point of Sale report. Left click Edit from the top most header bar. Select Shop Information from the drop-down context menu. A dialogue box will open. Under Other Information, edit the ...
How to Add, Remove, Change Filters
About: The Filter feature in SI is a powerful method of sorting your customers into specific groups. All tabs of the SI application allow you to use filtering including the Point of Sale tab, the Targeted Marketing Promotions tab, the Customer ...
How to Read POS Summary with Predictive Analytics
About: The core strategy in building your business has to be to give the customer a superiour service experience at the point of sale. SI POS reporting is for the benefit of the vehicle owner. SI POS contributes to the service team too, but that is ...
How to Open Your SI Dashboard & Control Panel
About: How to add a service to SI. Step 1: There are two ways to access your SI account administration portal: Go to www.eautoclub.com/login.php. Or if you are within SI desktop application, click on the Dashboard icon, which will open a web ...
How to Reprint an Invoice
There are two ways to access your SI account administration portal. Go towww.eserviceintelligence.com/login.php, or Open ServiceIntelligence applications, click on the Dashboard icon, which will open a web browser to the login screen. Login to ...
How to Email a Report
This article explains how to email a report to a customer from Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION Left click Vehicles from column 1. In column 2 there will be a list of all the customers and their vehicles in Service ...
Fix SI Empty Screen by starting SI Communicator
Fix SI Empty Screen by starting SI Communicator SI Comm is failing to populate SI App with Vehicle Records. The problem is that SI Communicator is not running. SI Comm requires MS SQL Server to be running. The SI program is designed to run without ...